Shawn Ballinger ( https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/ ) is the Founder of Columbus Street Financial Planning , an Ohio-based, fee-only RIA overseeing $100 M in assets . After two decades advising high-net-worth families, Shawn launched his own firm in 2019 to prove that comprehensive wealth management shouldn’t cost 1 % of a client’s portfolio. A U.S. Army National Guard veteran and past President of the FPA of Central Ohio, Shawn now serves 75+ households on a comple...
Jul 01, 2025•29 min•Ep. 139
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Brian Moran ( https://www.brianmoran.com/ ) is the CEO and co-founder of SamCart, a company that provides training products and tools to business owners looking to use facebook to grow their business or brand. Prior to founding SamCart, Moran was the CEO and founder of Get 10,000 Fans, a company that provided training products and tools to business owners looking to use facebook to grow their busin...
Jun 27, 2025•40 min•Ep. 134
Scott Franklin ( https://www.linkedin.com/in/scott-franklin-7a653b19/ ) is the Founder & CEO of Lumos Solar , a Colorado firm turning carports, canopies, and facades into high-performance solar generators. A former professional rock climber, Scott now applies the same grit to building architectural solar that looks as good as it performs—powering brands like Porsche while keeping cars and people shaded. In this episode, Chris and Scott cover: How overhead solar carports can meet 100 % of U.S...
Jun 26, 2025•26 min•Ep. 141
David Snider ( https://www.linkedin.com/in/sniderdavida/ ) is the Founder & CEO of Harness Wealth , a platform that pairs modern tax software with a curated marketplace of elite CPAs, financial advisors, and trust-and-estate professionals. After stints at Bain Capital and Compass—where he helped raise $300 M and reach a $1.8 B valuation—David set out to fix the fragmented tax experience for equity owners and growing businesses. In this episode, Chris and David cover: Why most founders miss h...
Jun 26, 2025•22 min•Ep. 142
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Adrian G. Davies ( https://www.linkedin.com/in/adriandavies1/ ) is the President and Portfolio Manager at Woodstock Corporation—In addition to providing portfolio management and financial consulting services for individual clients, Adrian G. Davies is the firm’s Chief Investment Officer and Chief Operations Officer. He also has analytical responsibilities for covering technology and business servic...
Jun 26, 2025•32 min•Ep. 117
Jerry Luftman, Ph.D. ( https://www.linkedin.com/in/luftman/ ) is Founder & Managing Director of the Global Institute for IT Management . After 22 years at IBM—culminating as CIO—he built one of the world’s largest Information Systems programs at Stevens Institute of Technology, then launched GIIM to close the leadership gap between fast-moving tech and slower-moving organizations. His Strategic Alignment Maturity Model is used by one-third of Global 1000 firms, and his annual IT-trends study...
Jun 26, 2025•18 min•Ep. 140
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ For over 20 years, Robert Schultz ( https://www.robschultzwealth.com/ ) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. He is a Certifi...
Jun 25, 2025•44 min•Ep. 64
David W. Anderson is the CEO & Founder of Off Madison Ave , a strategic marketing agency generating $2M+ in monthly revenue. With over 25 years of experience and four successful acquisitions under his belt, David helps companies thrive through innovation, team leadership, and high-impact decision-making. He also serves as Advisory Board Chair at LighthousePE and is the former Global Chair of the Entrepreneurs’ Organization (EO). In this episode, Chris and David discuss: Why visionary leaders...
Jun 18, 2025•29 min
Tarun Aleti ( https://www.linkedin.com/in/tarun-aleti/ ) is the Co-Founder & Chief Product & Technology Officer at PartRunner , a last-mile logistics platform helping construction, HVAC, electrical, and industrial companies move big and bulky materials with ease. With operations across 12 Mexican states and headquarters in Austin, PartRunner is scaling fast through technology, strategic fleet partnerships, and a first-mover advantage. In this episode, Chris and Tarun discuss: Why the “Ub...
Jun 17, 2025•21 min•Ep. 138
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Real estate rebel Hilary Saunders ( https://www.side.com/ ) is a co-founder of Side and serves as its Chief Broker Officer. In this role, she’s on a mission to challenge industry norms and elevate standards for the Side Community and beyond. She brings 20 years of industry experience to the table. Before starting Side, she operated a boutique real estate brokerage and a law firm specializing in rea...
Jun 16, 2025•35 min•Ep. 118
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Tim Newton is the CEO & Wealth Manager at Newton Financial Solutions, LLC ( https://www.newtonfinancialsolutions.com/ ). Newton Financial Solutions was born in 2007 when Tim and John Newton decided to pursue their dream of running a joint practice in the financial services industry. Tim wants to improve his clients’ lives by finding the right solution and encouraging them to be lifelong partner...
Jun 13, 2025•32 min•Ep. 79
Dina Kaplan ( https://www.linkedin.com/in/dinakaplan/ ) is the Founder & CEO of The Path, a global meditation training company helping high-impact leaders cultivate calm, clarity, and emotional freedom. Formerly a tech founder and Emmy-winning journalist, Dina shares how silent retreats, panic attacks, and startup burnout led her to a new mission: teaching modern mindfulness to those who need it most. In this episode, Chris and Dina discuss: 1- Why meditation is a superpower for entrepreneur...
Jun 13, 2025•36 min
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" Vincent Van Dorn ( LinkedIn ), is a financial advisor and wealth manager with over 25 years of experience on Wall Street. Vincent shares his journey from the Netherlands to New York City, his transition into the financial sector, and the founding of his own wealth management boutique in 2013. He shares the cultural differences between the US and Europe, the challenges and rewards of starting a business, and the implicatio...
Jun 13, 2025•46 min•Ep. 119
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Mario Hernandez ( https://www.longevitywealthmanagement.com/ ) is a Certified Financial Planner™ with over 30 years of experience in retirement planning and wealth management. He helps individuals and families make informed financial decisions through his firm’s proprietary PulsePoint Formula, building multi-generational relationships rooted in trust and education. Mario writes monthly for Kiplinge...
Jun 11, 2025•43 min•Ep. 132
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Jai Ramachandran (https://www.linkedin.com/in/jai-r-392b08/ ) is the Founder & CEO of Wire 3, a fiber-to-the-home internet provider transforming customer expectations across Florida. With 20+ years in telecom, investment banking, and wealth management, Jai is building an ISP focused on one thing legacy providers forgot: service. In this episode, Chris and Jai discuss: 1. Why cable companies are...
Jun 04, 2025•33 min•Ep. 135
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Kimberly Stewart, CFP®, CLU®, CLTC® ( https://www.ameripriseadvisors.com/kimberly.r.stewart/ ), is a highly experienced financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with 32 years of expertise in investment management, insurance, and women’s financial strategies. As the founder of KRS Wealth Management, Kimberly is dedicated to empowering clients with the knowledge and tools to ac...
May 13, 2025•30 min•Ep. 125
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Louis Diamond is the go-to consultant for elite financial advisors navigating transitions, entrepreneurs with their sights set on launching an independent firm, and business owners contemplating M&A opportunities. Known for his sharp business acumen and analytical mindset, Louis brings clarity to complexity, helping advisors make confident decisions that shape their futures—serving as a trusted...
May 12, 2025•33 min•Ep. 133
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Nicholas Ockenga ( https://www.sentinelgroup.com/ ) is a Financial Planner at Sentinel Group based in Wakefield, Massachusetts. Previously, Nicholas was a Senior Financial Wellness Educator at Sentinel Group and also held positions at North Shore Clothing, Salem Five, Capography. Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group. Nicholas works c...
May 07, 2025•42 min•Ep. 129
Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers’ websites. Beacon Pointe is not responsible for...
May 05, 2025•36 min•Ep. 131
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Kevin Kirchheimer ( https://www.ameripriseadvisors.com/kevin.w.kirchheimer/ ) is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Gene...
Apr 07, 2025•36 min•Ep. 126
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Nick Halaris ( https://nickhalaris.com/ ) is an investor, real estate developer, and civic leader with nearly 20 years of experience exploring what it takes to be a great investor. Through successes and setbacks, Nick has gained valuable insights, which he now shares via Profit, a platform dedicated to presenting fresh ideas and strategies for investors. His work in real estate development and civi...
Apr 03, 2025•42 min•Ep. 127
Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: https://UHNWC.com/ Michael Bernberg ( https://www.linkedin.com/in/michaelbernberg/ ), a seasoned financial advisor with over 33 years of experience at Ameriprise Financial Services, LLC. Michael shares his journey from the plastics industry and management consulting to becoming a top financial advisor. Learn about his unique approach to utilizing options to manage risk, his transition from Merrill Lynch to Ameripr...
Mar 24, 2025•42 min•Ep. 109
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Esther Sangiovanni ( http://www.msbanktx.com ) is a Portfolio Manager at Main Street Bank. She is an experienced commercial loan administrator with a demonstrated history of working in the banking industry. Esther earned her MIBA in business at Nova Southeastern University. In this episode, Chris and Esther discuss: 1. Helping Latino Entrepreneurs Separate Business and Personal Finances 2. The Mind...
Mar 24, 2025•38 min•Ep. 124
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Matthew Mandell ( https://www.linkedin.com/in/matthewlmandell/ ) is a Private Wealth Advisor and Managing Director of Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. With a Bachelor’s degree in Finance from Pennsylvania State University and prestigious designations including CFP®, CRPC™, and RICP®, Matthew provides expert financial planning and...
Mar 20, 2025•35 min•Ep. 116
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Matt Zeigler ( https://sunpointeinvestments.com/ ) is a Managing Director and Wealth Advisor at Sunpointe Investments. He believes everyone deserves to be heard and communicated in terms they can understand. Over his 18+ year career in financial services, he’s gained a tremendous respect for complexity, and a healthy disdain for needless complications. Matt’s talent-turned-skill is engaging people ...
Mar 18, 2025•44 min•Ep. 122
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Braydan Young ( https://www.sendoso.com/ ) is the Co-Founder and Growth Leader at Sendoso, the world’s first Sending Platform (SP) designed to help companies rise above the noise and foster meaningful relationships at scale. With over seven years of experience building and scaling Sendoso, Brayden is passionate about revolutionizing communication through personalized and memorable experiences for p...
Mar 17, 2025•41 min•Ep. 121
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Marc Shaffer ( https://searcyfinancial.com/ ) is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association. Serving clients as Principal and CFO at Searcy Financial Services, Inc. in Overland Park, KS, and the surrounding communities. Marc specializes in helping his clients and their families achieve continuity in their financial planning through generations and a...
Feb 24, 2025•31 min•Ep. 115
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Lauren Gadkowski Lindsay ( https://www.beaconfinancialplanning.com/team-member/lauren-gadkowski-lindsay ) is a CERTIFIED FINANCIAL PLANNER® with 25 years of experience. She is passionate about comprehensive, fee-only financial planning and excited to bring the Beacon Financial Planning experience to Houston, Texas. Lauren works with clients in Houston and other parts of the United States and has be...
Feb 19, 2025•37 min•Ep. 114
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Corwin Davidson ( https://hillcountrywealth.com/ ) is a Certified Exit Planner at Hill Country Business Strategies and an Investment Advisor at Hill Country Wealth Strategies. Their exit planning practice aims to help owners launch better business transitions and educate owners about their exit options. Their ExitMap Express process empowers us to develop trust-based, collaborative relationships bu...
Feb 18, 2025•37 min•Ep. 106
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ With over 30 years of financial expertise in the U.S. and abroad, Christian Nana Tanke ( https://www.nanatanke.com/ ) specializes in Private Placements Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA). His focus is on crafting personalized insurance and annuity solutions for high-net-worth individuals and families, providing them with a tax-efficient investment environment. In ...
Feb 17, 2025•36 min•Ep. 113
